Creating custom automation rules

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In this article, you will learn how to create a custom automation rule in the Workiz Automation Center.


Workiz Automations is an add-on designed to send automatic notifications to your team and clients based on certain conditions you define. This feature is designed to save you time, prevent job cancellations, and help scale your business with less effort.

How to create a custom automation rule

In order to create and use automation rules, you will first need to enable the Workiz Automations add-on from the Marketplace.

To learn more about enabling the add-on, please see this article.

  1. From the sidebar navigation, select Add new > Automation rule

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  2. Customize your automation rule:

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    1. Rule title: Enter a name for the automation rule you are creating
    2. This happens: Choose the event that should trigger this automation rule
    3. Someone: Choose the person that should receive the notification for this automation rule
    4. Reminder: Choose the type of notification that you want to send for this automation rule
      1. Customize the message image 510.png

        Select the text-editing window and open the short code library ({...}) to create messages that automatically pull relevant information already stored on a job, invoice, estimate, or client profile related to this automation rule.

      2. Select Save and close
    5. Within a defined time: Choose when this notification should be sent
    6. Field: Choose when this notification should be sent
    7. (Optional) Add condition: Create a condition to define the exact scenario requirements that should be applied to this automation rule (e.g., only if source = Google, only if client tag ≠ loyal customer, etc.)
    8. Delivery window: Define when this rule should be triggered (e.g., 9–5 p.m., 24/7, etc.)
    9. Select Add automation

Monitoring automation activity

Once you save your automation rule it will be listed under the My Automations tab at the top of the screen. You'll be able to see your active automation rules, as well as information pertaining to when it was created/edited and the number of times it has been triggered.

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